COMP <GO>
BNY vs HSBC // 10Y YIELD & FRED MACRO BETA
The Bank of New York Mellon Corporation (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: BNY 7
— HSBC 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: BNY
LAST: $147.11 (-1.51%) • MKT CAP: $101.35B
macro-sensitivity
1.15
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BNY VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BNY | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.40% | 9.90% | -7.50 | HSBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.1x | 21.0x | +13.10 | HSBC | /valuation <GO> |
| Free Cash Flow Yield | 5.11% | 2.21% | +2.90 | BNY | /fcf-yield <GO> |
| Operating Margin | 33.70% | 13.90% | +19.80 | BNY | /operating-margins <GO> |
| Net Profit Margin | 27.60% | 10.90% | +16.70 | BNY | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 23.10% | -15.30 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.43% | 0.00% | +1.43 | BNY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.48 | 3.74 | -3.26 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.3 | 25.0 | +25.31 | BNY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.15 | 0.92 | +0.23 | BNY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.0x | 27.6x | -10.60 | BNY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $101.35B | $297.33B | -$195.98B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BNY REV | HSBC REV | BNY GROSS % | HSBC GROSS % | BNY FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $20.08B | — | 44.0% | — | $5.18B | — |
| FY 2024 | $18.62B | — | 44.0% | — | -$782.0M | — |
| FY 2023 | $17.70B | — | 44.0% | — | $5.12B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BNY // BETA 1.15
HSBC // BETA 0.92